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Stephanie Chang, Schroders

Schroders hires ESG integration specialist

Thu, 14/02/2019 - 09:43

Schroders has hired an Environmental, Social and Corporate Governance (ESG) integration specialist, focussed on enhancing the company’s’ ability to embed sustainability across its investment teams to better meet the needs of its clients. »

Foresight 4 VCT now accepting ISA funds through Platform One

Wed, 13/02/2019 - 20:02

Investment into VCTs managed by Foresight Group (Foresight), an independent infrastructure and private equity investment manager – including the current offer for Foresight 4 VCT – will now be able to accept ISA funds through a new partnership with Platform One. »

Lee Hartley, Fairstone

Fairstone announces significant increase in client base

Wed, 13/02/2019 - 10:37

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen its client base rise to 51,000 – a 25 per cent increase on the previous year. »

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Maples Group expands Cayman Islands Regulatory & Compliance practice

Wed, 13/02/2019 - 10:05

The Maples Group has appointed Hugo Lodge as a partner in its Regulatory & Compliance legal practice.   »

Imagineer and Solovis partner to deliver qualitative research management in multi-asset class portfolio management platform

Wed, 13/02/2019 - 09:01

Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, has partnered with Imagineer Group to enable clients to easily integrate the Solovis platform with Imagineer’s qualitative research management platform, Synap. »

Fidelity expands commission-free ETF platform to more than 500 funds

Wed, 13/02/2019 - 08:35

Fidelity Investments has expanded its commission-free exchange traded fund (ETF) platform for individual investors and advisors to include more than 500 funds.   »

Banque SYZ announces succession strategy

Wed, 13/02/2019 - 08:28

Eric Syz, CEO and co-founder of SYZ Group, is stepping down from his role as CEO of Banque SYZ to oversee strategic vision for the Group.   »

Wealth Adviser Awards 2019

Wealth Adviser Awards 2019 - Vote now!

Tue, 12/02/2019 - 12:46

Wealth Adviser first ran its awards for the wealth management industry back in 2013. The principal concern six years ago was that the cost of managing assets had risen faster than the growth in income. It sounds as familiar today, but the result has been consolidation and innovation in the wealth industry. Be part of the celebration of the success of the wealth management industry by taking part in this year's survey to identify the best wealth managers and service providers – including trust companies, law and accounting firms – in a range of categories covering the entire wealth management space. »

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Pension schemes plan to convert GMPs into other benefits

Tue, 12/02/2019 - 10:32

Seventy eight per cent of pension Trustees and Sponsors expect to convert Guaranteed Minimum Pensions (GMP) into other benefits when implementing equalisation, according to new research from Willis Towers Watson. »

PineBridge Investments appoints Oliver Leach as Head of Intermediary Business, UK

Tue, 12/02/2019 - 10:17

PineBridge Investments (PineBridge), a global asset manager focused on active, high conviction investing, has appointed Oliver Leach as Head of Intermediary Business, UK, based in London. »

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